The global economy has been significantly impacted by the COVID-19 pandemic, leading individuals and businesses alike to navigate a new financial landscape. As economies work towards recovery, it’s essential to implement effective financial strategies to achieve post-pandemic stability. This article delves into the importance of navigating economic recovery, explores key financial strategies, and provides insights … Read More “Navigating Economic Recovery: Financial Strategies for Post-Pandemic Stability” »
Category: About financial management
High Interest Rates Increase Market-Linked Growth of Indexed Universal Life Insurance (IUL) and Fixed Index Annuities (FIAs) At the age of 65, an individual can expect to live about 25 years in retirement (a bit longer if married). Indexed universal life insurance, IUL, and fixed index annuities, FIAs, are important asset classes for holistic retirement … Read More “Indexed Insurance Policies Hedge against Inflation” »
Solution for Deteriorating Geopolitical, Economic, Tax and Financial Conditions For decades, seers of doom have predicted the demise of the US dollar and other fiat currencies, economic recessions, crashing stock markets, a collapsing debt-burdened US Treasury, and the end of US global hegemony. Lately, these phantoms have started to take shape (despite mainstream media’s attempts … Read More “Private Placement Life Insurance (PPLI) in Offshore Trust More Useful Than Ever” »
Retirement planning is a complex task, as it requires careful consideration of various financial options that can impact a persons future financial security. Below we have illustrated five specific options for retirement planning: Impaired Life Annuities, Transfer Values, Unsecured Pensions, Phased Retirement, and Open Market Options. We look at the benefits and drawbacks of each … Read More “What Are Your Retirement Planning Options?” »
Introduction To U-Farm U-FARM was established on September 29, 2020. GameFi technology is used to create the project. Relying on GameFi technology, the project creatively transforms the operation mode of offline farms into online operations, creates unique coordinates in the Internet world to realize the privatization of Internet assets and the integration of Internet and … Read More “Daily Income Opportunity With U-Farm” »
Retirement: it’s the golden age of life that many dream of, but the reality can be starkly different for those without adequate savings. Investing in your retirement is paramount to ensuring a comfortable life once you stop working. In this article, we’ll discuss key tips and strategies to help build a nest egg that can … Read More “Building a Comfortable Retirement: Tips and Strategies for Investing in Your Future.” »
Retirement Planning Retirement can begin at any age, and so can planning for it — the earlier, the better. Assets for retirement can include savings, investment accounts, IRAs, employee retirement plans and pensions, even home equity (accessed through a reverse mortgage), annuities and life insurance policies. One way or another, the focus is usually on … Read More “Key Retirement & Estate Planning Tools” »
Summary A revocable living dynasty trust enables the settlor to maintain control and have complete access to trust assets during settlor’s lifetime. Upon settlor’s death, the trust becomes irrevocable, providing wealth building, asset protection and tax benefits to settlor’s spouse and many generations of descendants. As described herein, a revocable living dynasty trust (RLDT) is … Read More “Revocable Living Dynasty Trust (RLDT)” »
A captive insurance company (CIC) is an insurance company that insures the risks of operating business entities within the same “economic family”. 1.1 As with any conventional insurance premium, premiums paid from a business to the CIC are tax deductible expenses under IRC § 162(a). 1.2 A CIC that elects treatment under IRC § 831(b) … Read More “Captive Insurance — Details” »
What is an RESP account? An RESP stands for a Registered Education Savings Plan. This account is used to save for a child’s post secondary education. Government contributions are made through the Canada Education Savings Grant as contributions are made by the account holder. There are numerous tax advantages with this plan and different ways … Read More “What is an RESP?” »